Project Analyst - AI & Data Transformation

CRC Insurance Services, Inc.; Charlotte (NC); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health benefits

401(k) with company match

Paid time off

Job summary

CRC Group is seeking a Project Analyst – AI & Data Transformation in Charlotte, NC. You will coordinate AI and data initiatives, manage financial governance, and produce executive dashboards and reports to support decision-making.

The role collaborates with data engineers, analytics teams, and business stakeholders to ensure projects stay on time, within scope, and within budget, with strong emphasis on governance and ROI measurement.

Qualifications

• Bachelor’s degree in Business, Finance, Information Systems, Data Analytics, or related field.
• 1–6 years experience in project analysis, PMO, technology program management, or financial program tracking.
• 1+ year Experience supporting technology, AI, or data platform initiatives.

Responsibilities

• Coordinate AI and data transformation programs across underwriting, claims, risk analytics, fraud detection, and customer insights.
• Manage financial tracking for AI and data transformation portfolios and conduct forecast analyses.
• Track program milestones, dependencies, and delivery risks to ensure on-time delivery within budget.
• Develop dashboards and executive reports using Power BI/Tableau and present updates to leadership.

Skills

PMO experience

Financial tracking

Technology program management

Project analysis

Education

Bachelor’s degree in Business, Finance, IS, Data Analytics or related field

Job description

Charlotte NC - 600 S Tryon St.

Full time

R0000002575

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility ([e-mail]?subject=Accommodation%20request) (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift: 1st Shift (United States of America)

Please review the following job description:

The Project Analyst – AI & Data Transformation supports the delivery, financial governance, and reporting of enterprise AI and data initiatives within the insurance organization. This role partners with program managers, finance teams, data leaders, and engineering teams to coordinate AI platform initiatives, data modernization programs, and advanced analytics use cases.

The position plays a critical role in portfolio tracking, monthly forecast-to-actual financial reporting, and executive presentation development, ensuring AI and data investments are delivered on time, within scope, and within budget.

Key Responsibilities

AI & Data Program Coordination

• Support planning and execution of AI and data transformation programs across underwriting, claims, risk analytics, fraud detection, and customer insights.
• Coordinate across data engineering, AI/ML teams, analytics teams, and business stakeholders.
• Maintain program documentation including project plans, roadmaps, and AI use case inventories.
• Track program milestones, dependencies, and delivery risks.

Financial Governance & Budget Management

• Manage financial tracking for AI and data transformation portfolios.
• Conduct monthly forecast-to-actual budget analysis across AI and data initiatives.
• Maintain rolling financial forecasts and forecast adjustments based on project progress, staffing changes, and vendor spend.
• Track financial metrics including:
  • Budget utilization
  • Forecast accuracy
  • Variance analysis
  • Cost drivers
• Monitor costs related to:
  • AI and data platforms
  • Cloud infrastructure
  • Vendor and consulting services
  • Software licensing
  • Internal engineering resources
• Support quarterly reforecasting cycles and annual budgeting processes.
• Track CapEx vs OpEx allocations for technology investments.
• Prepare financial and program performance reports for executive leadership and PMO governance forums.

AI & Data Portfolio Governance

• Support portfolio management of AI and data use cases across the enterprise.
• Maintain visibility into AI project pipeline, prioritization, and investment allocation.
• Track progress across the AI lifecycle, including:
  • Use case identification
  • Model development
  • Deployment
  • Operational monitoring
• Assist leadership in measuring ROI and business value from AI investments.

Data Platform & AI Delivery Support

• Support implementation tracking for enterprise AI and data platforms, including environments built on Databricks.
• Assist with program coordination across data engineering, ML engineering, and analytics teams.
• Support Agile program execution using tools such as Jira.

Reporting, Dashboards & Executive Presentations

• Develop dashboards and reporting for program delivery and financial performance.
• Build and maintain executive reporting using tools such as:
  • Microsoft Power BI
  • Tableau
• Prepare executive presentations and program updates using Microsoft PowerPoint.
• Create presentation materials for:
  • CIO/CDO leadership reviews
  • AI governance committees
  • Program steering meetings
  • Quarterly business reviews (QBRs)
• Translate program metrics and financial data into clear visual storytelling for leadership decision-making.

Risk & Compliance

• Track program risks, financial exposure, and mitigation plans.
• Escalate budget or delivery risks impacting AI initiatives.
• Ensure alignment with data governance, AI governance, and regulatory requirements in the insurance industry.

Required Qualifications

• Bachelor’s degree in Business, Finance, Information Systems, Data Analytics, or related field
• 1–6 years experience in project analysis, PMO, technology program management, or financial program tracking
• 1+ year Experience supporting technology, AI, or data platform initiatives

General Description of Available Benefits for Eligible Employees of CRC Group:

At CRC Group, we're committed to supporting every aspect of teammates' well-being – physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.

CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace.

EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf) Pay Transparency Nondiscrimination Provision E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)

Join CRC Group, a leader in specialty wholesale insurance, and take your career to new heights. We're a dynamic team dedicated to innovation, collaboration, and excellence.

Why CRC Group?

• Growth: Advance your career with our learning and leadership development programs.
• Innovation: Work in a forward-thinking environment that values new ideas.
• Community: Be part of a supportive team that celebrates success together.
• Benefits: Enjoy competitive compensation, health benefits, and retirement plans.

Who We’re Looking For

We seek passionate individuals who thrive in a fast-paced, collaborative environment. If you value integrity and are driven to succeed, CRC Group is the place for you.